Professional Editions: Client Portals – Downloading Documents
To download select documents from your clients (taxpayers), follow the steps below.
- In TaxAct Pro, click the Portals tab.
- Alternatively, log into My Account and click Client Portals.
- Click the Clients tab.
- Locate the client in the list and click once to open their Portal details.
- Tip: You can use the Search bar or click a column header to sort.
- Click the Client Files tab.
- Select From Client.
- You can download files that are stored in the To Client or Private folders, as needed.
- In the file grid, click the menu to the right of the date column and choose Download.
- The file is saved in the save location used by your default web browser, commonly the Downloads folder.
To download a batch of files, click the menu icon directly above the Upload File button and choose Batch or Batch Download.
- Batch allows you to select files from the list before creating the zip file.
- Batch Download selects all files in the selected folder and creates a zip file.